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Citizens Financial shares owned by SOA Wealth Advisors

Quarter-by-quarter ownership of Citizens Financial (CFG) shares owned by SOA Wealth Advisors from 13F filings

Historical chart of SOA Wealth Advisors investment in Citizens Financial

Tip: Access up to 7 years of quarterly data

All positions including Citizens Financial held by SOA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citizens Financial by SOA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $700k 10k 70.07
2026-03-31 $72 1 72.00
2025-12-31 $70 1 70.00
2025-09-30 $63 1 63.00
2025-06-30 $53 1 53.00
2025-03-31 $48 1 48.00
2024-12-31 $51 1 51.00
2024-09-30 $47 1 47.00
2024-06-30 $41 1 41.00
2024-03-31 $41 1 41.00
2023-12-31 $37 1 37.00
2023-09-30 $29 1 29.00
2023-06-30 $28 1 28.00
2023-03-31 $32 1 32.00
2022-12-31 $41 1 41.00
2022-09-30 $0 1 0.00
2022-06-30 $0 1 0.00
2022-03-31 $1.0k 34 29.41
2021-12-31 $1.0k 34 29.41
2021-09-30 $1.0k 34 29.41
2021-06-30 $1.0k 34 29.41
2021-03-31 $999 37 27.03
2020-12-31 $1.0k 29 34.48